10 Things to Do Every Workday

When I first came in the business I was only 24, but I looked like I was 16. I remember thinking that I would look older when I met with potential clients and associates if I did not shave. So, picture if you will a scruffy looking 16-year-old trying to promote Estate Planning to business professionals…yes…not a pretty picture. As luck would have it I met a man who was honest and straight forward and he said this to me:

“Son, your ideas are good but let me give you some advise on selling. Selling is like shaving, if you don’t do it every day you are a bum.”

Now that was a wake up call. Needless to say I started shaving every day. Which leads me to todays entry to the blog. I got a great email from our local SDEA president. He called it “10 Things to Do Every Workday”. Other than shaving, I think his thoughts are relevant to all of us.

10 Things To Do Every Workday

Mike Stuzik, Executive Director/CEO

1. Read something related to your industry

2. Read something related to business development

3. Send two emails to touch base with old colleagues

4. Empty private client inbox by responding to all issues/questions

within one business day

5. Check in with each team member on their progress

6. Have a short non-work related conversation with every

employee

7. Review top three goals for company that are focused on growth

8. Identify and execute one task to support each of the top three

goals

9. Post a valuable pieces of content on all major social media

accounts

10. Take a full minute to appreciate what you have and how far

you’ve come.

About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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